PARK PLACE WEALTH ADVISORS, INC

Overview

Park Place Wealth Advisors, Inc. is an independent registered investment adviser that serves individual and family clients and operates as a capital allocator. The firm offers a mix of fee models — percentage-of-AUM, hourly, fixed-fee arrangements and transaction-based commissions — and combines advisory services with brokerage, insurance, and real estate activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, periodic publications and client education through seminars or workshops. Investment activity centers on managed public funds and mutual funds as the primary building blocks of client portfolios, supplemented by third‑party alternative managers when appropriate. The firm operates predominantly in a non‑discretionary capacity, which means clients generally retain final trading authority while Park Place Wealth Advisors, Inc. provides recommendations, portfolio construction and manager selection. The firm does not identify as an ESG investor and is structured under individual ownership as an independent RIA.

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Location & Offices